Latest Institutional Transactions on Ishares Tr Convertible Bond Et (ICVT)
This table provides information on the latest institutional transactions involving Ishares Tr Convertible Bond Et (ICVT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
716+ 12.61% |
$70.2K - $74.3K
|
6.4K
$627K
|
|
|
Jan 16, 2026
Q4 2025
|
Dorato Capital Management
Denver, CO |
BUY
|
- |
1.85KNew |
$182K - $192K
|
1.85K
$182K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-909- 14.82% |
$89.2K - $94.3K
|
5.23K
$513K
|
|
|
Jan 16, 2026
Q4 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
4.71K+ 35.29% |
$462K - $489K
|
18.1K
$1.77M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.01K+ 22.08% |
$295K - $312K
|
16.6K
$1.63M
|
|
|
Jan 15, 2026
Q4 2025
|
Cassilly Financial Group LLC
Severna Park, MD |
BUY
|
- |
8.37KNew |
$821K - $868K
|
8.37K
$821K
|
|
|
Jan 15, 2026
Q4 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-674- 5.29% |
$66.1K - $69.9K
|
12.1K
$1.18M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
839+ 9.22% |
$82.3K - $87K
|
9.94K
$975K
|
|
|
Jan 15, 2026
Q4 2025
|
Range Financial Group LLC
|
BUY
|
- |
3.96K+ 126.2% |
$388K - $411K
|
7.1K
$696K
|
|
|
Jan 15, 2026
Q4 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
784+ 33.46% |
$76.9K - $81.3K
|
3.13K
$307K
|
|
|
Jan 15, 2026
Q4 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
5.05K+ 4.27% |
$496K - $524K
|
123K
$12.1M
|
|
|
Jan 14, 2026
Q4 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
797+ 23.65% |
$78.2K - $82.7K
|
4.17K
$409K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.63KNew |
$258K - $273K
|
2.63K
$258K
|
|
|
Jan 14, 2026
Q4 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
72+ 0.61% |
$7.06K - $7.47K
|
11.9K
$1.17M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
340+ 12.57% |
$33.4K - $35.3K
|
3.05K
$299K
|
|
|
Jan 14, 2026
Q4 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-169- 4.01% |
$16.6K - $17.5K
|
4.05K
$397K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
16+ 5.44% |
$1.57K - $1.66K
|
310
$30.4K
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-218- 3.12% |
$21.4K - $22.6K
|
6.78K
$665K
|
|
|
Jan 14, 2026
Q4 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-337- 4.03% |
$33.1K - $35K
|
8.02K
$787K
|
|
|
Jan 14, 2026
Q4 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
2.04KNew |
$201K - $212K
|
2.04K
$201K
|
|
|
Jan 13, 2026
Q4 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3.39K+ 49.74% |
$332K - $351K
|
10.2K
$1M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-220- 2.65% |
$21.6K - $22.8K
|
8.1K
$794K
|
|
|
Jan 13, 2026
Q4 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
188K+ 9488.78% |
$18.4M - $19.5M
|
190K
$18.6M
|
|
|
Jan 13, 2026
Q4 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
1.72K+ 25.85% |
$168K - $178K
|
8.35K
$820K
|
|
|
Jan 12, 2026
Q4 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-103- 0.45% |
$10.1K - $10.7K
|
22.8K
$2.24M
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.21K+ 1.28% |
$217K - $229K
|
176K
$17.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
389+ 7.93% |
$38.2K - $40.4K
|
5.3K
$519K
|
|
|
Jan 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
2.76KNew |
$271K - $287K
|
2.76K
$271K
|
|
|
Jan 12, 2026
Q4 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
2.34KNew |
$229K - $243K
|
2.34K
$229K
|
|
|
Jan 12, 2026
Q4 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
11+ 0.03% |
$1.08K - $1.14K
|
41.8K
$4.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
1.22K+ 25.21% |
$119K - $126K
|
6.03K
$592K
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-13.3K- 71.39% |
$1.31M - $1.38M
|
5.33K
$523K
|
|
|
Jan 09, 2026
Q4 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
50+ 1.12% |
$4.91K - $5.19K
|
4.52K
$443K
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
BUY
|
- |
20New |
$1.96K - $2.07K
|
20
$1.96K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4+ 0.44% |
$392 - $415
|
909
$89.2K
|
|
|
Jan 08, 2026
Q4 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-315- 0.63% |
$30.9K - $32.7K
|
49.7K
$4.88M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-41.6K- 76.05% |
$4.08M - $4.32M
|
13.1K
$1.29M
|
|
|
Jan 08, 2026
Q4 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
SELL
|
- |
-42.5K- 66.65% |
$4.17M - $4.41M
|
21.3K
$2.09M
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-91- 3.2% |
$8.93K - $9.44K
|
2.75K
$270K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.1K- 5.98% |
$402K - $425K
|
64.4K
$6.32M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-8.63K- 44.68% |
$847K - $896K
|
10.7K
$1.05M
|
|
|
Jan 07, 2026
Q4 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1.08K+ 19.21% |
$106K - $112K
|
6.72K
$659K
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
47+ 27.17% |
$4.61K - $4.88K
|
220
$21.6K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-2.65K- 51.21% |
$260K - $275K
|
2.53K
$248K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.56KNew |
$251K - $265K
|
2.56K
$251K
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
4.4K+ 11.74% |
$432K - $457K
|
41.9K
$4.11M
|
|
|
Jan 06, 2026
Q4 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
43+ 0.64% |
$4.22K - $4.46K
|
6.78K
$665K
|
|
|
Jan 06, 2026
Q4 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.84K- 1.58% |
$181K - $191K
|
115K
$11.3M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
10.6K+ 19.86% |
$1.04M - $1.1M
|
63.9K
$6.27M
|
|
|
Jan 05, 2026
Q4 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
210+ 7.75% |
$20.6K - $21.8K
|
2.92K
$287K
|
|